Salesvora
Channels & Integrations

WhatsApp

Message leads on the channel they actually use. This is a no-code guide from 'nothing' to 'sending WhatsApp messages from Salesvora' — written for people who have never touched a developer console.

What you'll need a plan for. WhatsApp is available on the Pro and Max plans. AI-driven WhatsApp conversations are part of Automations (Max). See Plans & Pricing.

Before you start#

Keep these ready — it makes the whole process about 45 minutes:

  • A business email (avoid a personal @gmail.com if you can)
  • Your GST certificate, Shop & Establishment licence, or Udyam certificate
  • A utility bill or bank statement (under 3 months old) with your business name & address
  • A phone number that is not currently active in the WhatsApp or WhatsApp Business app
  • About 45 minutes of focused time (plus a 1–3 day wait for verification)

Connecting WhatsApp, step by step#

1

Create a Meta Business account (~5 min)

Meta keeps all business tools under one roof called the Meta Business Suite. Open business.facebook.com, click Create Account, use your business email, and add your legal business name (the one on your GST/registration).
Already run Facebook or Instagram ads? You already have this — skip to step 2.
2

Verify your business (10 min filing + 1–3 day wait)

Meta confirms you're a real business before letting you message customers. Go to Business Settings → Security Center → Business Verification, upload a registration document (GST, Shop & Establishment, Udyam or incorporation certificate) plus a utility bill / bank statement showing the same name & address, then submit.
3

Get a dedicated phone number ready (~10 min)

The WhatsApp Business API needs a number that is not active in the regular WhatsApp or WhatsApp Business app. If yours is in use there, back up your chats and delete that account (Settings → Account → Delete) first. Make sure it can receive an OTP by SMS or call.
4

Create a WhatsApp app in Meta for Developers (~10 min)

At developers.facebook.com My Apps → Create App, choose the Business type, name it (e.g. “YourBrand WhatsApp”), and add the WhatsAppproduct. You're not writing code — it's just a settings container.
5

Add and verify your number (~5 min)

In WhatsApp → API Setup, click Add phone number, enter it with country code (e.g. +91), pick a display name, and enter the OTP. Then copy two values from this page: your Phone Number ID and your WhatsApp Business Account ID (WABA ID).
6

Generate a permanent access token (~5 min)

Go to Business Settings → Users → System Users, create an Admin system user, add your WhatsApp app as an asset with Full Control, then Generate New Token with the whatsapp_business_messaging and whatsapp_business_managementpermissions. Copy it immediately — it's shown only once.
Use the permanent token. Do not use the temporary 24-hour token shown on the API Setup page. Only the System User token created in Business Settings keeps your connection alive.

Paste your credentials into Salesvora#

In the app, open Settings → WhatsApp and enter the three values you collected: Phone Number ID, WABA ID, and your System User access token. Click Verify and Connect — Salesvora validates them with Meta and configures the inbound webhook automatically.

app.salesvora.com/settings/whatsapp
Search leads by name or phone…

WhatsApp

Connect WhatsApp
Not connected — enter your Meta credentials
Phone Number ID
1234567890123456
WhatsApp Business Account ID
9876543210123456
System User Access Token
EAANxxxx••••••••••
Verify and Connect
Where to find these
  1. 1Create a Meta app at developers.facebook.com → add WhatsApp
  2. 2Register your business number; copy the Phone Number ID + WABA ID
  3. 3Generate a permanent System User token in Business Settings
  4. 4Paste all three here — webhook is configured automatically
Settings → WhatsApp: paste three credentials and connect. Webhook setup is automatic.

Once connected#

  • You can message leads on WhatsApp directly from their profile.
  • Incoming WhatsApp messages create or update leads automatically.
  • On Max, the engagement bot can greet and qualify every new lead instantly.

Common issues#

Business verification got rejected#

Almost always a document mismatch. Make sure the business name and address are identical across every uploaded document, including punctuation (“ABC Pvt Ltd” vs “ABC Private Limited” will be rejected), then re-submit.

“Phone number already in use”#

The number is still active in the WhatsApp or WhatsApp Business app. Open that app, go to Settings → Account → Delete account, wait ten minutes, and try again.

My display name was rejected#

Meta is strict: no all-caps, no “official”, no emojis, and it should match your registered brand. Try your business name as written on your website.

The token expired after 24 hours#

You used the temporary one. Generate a permanent token via Business Settings → System Users → Generate New Token with the whatsapp_business_messaging permission.

Next: put it to work. With WhatsApp connected, turn on the lead-engagement playbook so new leads get an instant reply, or wire up Facebook & Meta Ads so ad leads flow straight in.